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Name Holding Trade Value Shares
Change
Change in
Stake
SI
851
Saxon Interests
Texas
$956K +$925K +4,228 New
CCG
852
Ceeto Capital Group
Florida
$953K +$219K +1,000 +31%
CPR
853
CSU Producer Resources
Ohio
$952K
FSA
854
Financial Security Advisor
Virginia
$950K -$13.1K -60 -1%
TCA
855
Transcend Capital Advisors
New Jersey
$949K +$19K +87 +2%
MIS
856
Morningstar Investment Services
Illinois
$948K +$924K +4,224 New
WC
857
Westhampton Capital
North Carolina
$947K +$109K +500 +14%
GW
858
GW & Wade
Massachusetts
$946K +$2.62K +12 +0.3%
APWM
859
Atlas Private Wealth Management
New York
$944K +$20.3K +93 +2%
C
860
Certuity
Florida
$941K +$92.5K +423 +11%
ACL
861
Applied Capital LLC
Florida
$938K -$21.9K -100 -2%
IWA
862
Invera Wealth Advisors
Oregon
$933K +$903K +4,129 New
EFS
863
Essex Financial Services
Connecticut
$930K +$18.6K +85 +2%
BIC
864
Beach Investment Counsel
Pennsylvania
$922K
SPI
865
Sutton Place Investors
New York
$921K +$892K +4,077 New
RW
866
REDW Wealth
New Mexico
$920K -$386K -1,764 -30%
WGCA
867
Wolf Group Capital Advisors
Virginia
$919K +$5.25K +24 +0.5%
IIM
868
InTrack Investment Management
Vermont
$917K +$12.2K +56 +1%
MWM
869
MGB Wealth Management
Texas
$914K +$885K +4,048 New
MCWA
870
Meadow Creek Wealth Advisors
Georgia
$909K +$880K +4,023 New
JFG
871
Jefferies Financial Group
New York
$908K -$4.68M -21,384 -84%
CIC
872
Chase Investment Counsel
Virginia
$902K +$12K +55 +1%
Capstone Investment Advisors
873
Capstone Investment Advisors
New York
$901K +$330K +1,511 +61%
LSPW
874
Lake Street Private Wealth
Illinois
$897K -$386K -1,764 -31%
FA
875
FC Advisory
Pennsylvania
$896K